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Earnings · IT - Software · Small cap

Nucleus Software's annual profit drops 28% on exceptional charge

FY26 revenue rose 5.3% to ₹876 cr but PAT fell to ₹116.7 cr. Q4 profit halved to ₹34.55 cr, confirming prior disclosure.

5 earlier stories on Nucleus Software Exports Ltd.
Mkt cap₹1,996 cr
P/E17.09×
ROE20.02%
Debt / eq.0.00
Div yld1.64%
28.4% YoY decline in full-year PAT after exceptional charge

What's new

  • Q4 PAT fell to ₹34.55 cr from ₹64.77 cr YoY
  • Full-year PAT dropped 28.4% to ₹116.74 cr on exceptional charge
  • Revenue grew modestly 5.3% to ₹876.03 cr; no new financial surprises

Why this matters

The sharp profit drop on an exceptional charge raises questions about earnings quality. Core profitability before the charge may be stable, but the market had already priced in these numbers. This filing adds strategic color, not new financial data, leaving the focus on whether the exceptional item is truly one-off.

What we're watching

  • Whether the exceptional charge recurs in FY27
  • Management's commentary on AI-led growth and deal pipeline
  • Revenue trajectory after a flat Q4 performance

The full read

Nucleus Software's FY26 results confirm what the board meeting had already telegraphed: revenue inched up 5.3% to ₹876.03 crore, but PAT slumped 28.4% to ₹116.74 crore after an exceptional charge. The Q4 picture is starker — profit halved to ₹34.55 crore from ₹64.77 crore a year ago, while revenue edged down to ₹224.77 crore. The press release adds management's customary commentary on AI innovation and global momentum, but no new numbers or guidance break the surface. The market has already absorbed the headline figures. What remains open is the quality of the underlying earnings once the exceptional item is stripped out, and whether the weak Q4 signals a softening demand trend or a one-off blip.

Mentioned: Exceptional charge impacting FY26 PAT
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Nucleus Software Exports Ltd.

Software Services
₹1,995 cr
P/E 17.09×

Latest quarter · Mar 2026

Sales₹225 cr
Net profit₹35 cr
Op. margin+15.6%
EPS₹13.12

Strength & growth

Debt / equity0.00×
Current ratio2.09×
Sales CAGR+9.7%
EPS CAGR+15.7%
  1. 21 May 2026 · 3:38 PM IST Nucleus Software's annual profit drops 28% on exceptional charge
  2. 37d ago Nucleus Software's CMO exits three days after filing, compounding a bad quarter.
  3. 47d ago Nucleus Software loses Bajaj Finance to a rival that took its money.
  4. 51d ago Nucleus Software loses Bajaj Finance as a client
  5. 52d ago Nucleus Software's Q4 profit hit by ₹21.95 cr labour-code charge